Transferring email templates created in Marketo to Saleforce

[Anonymous]

Hi,

I am brand new to Marketo and Saleforce and need to transfer an email template made in Marketo over to Saleforce. Can anyone help and then also tell me where you find the template in Saleforce?

Thanks 
Steph

[Anonymous]

Are you referrring to making an email available in Marketo Sales Insight?

[Anonymous]

I believe so Cheryl.

[Anonymous]

When you are editing the email, at the top of the editor is "Edit Settings".  If you select "Publish to Sales Insight" the template will be made available to your Salesforce users.

[Anonymous]

Thank you Cheryl.

Where can they then access it in Salesforce. Not appearing in the Marketo Sales Insight tab on Saleforce. 
Have I missed something?

Thanks again.

[Anonymous]

On the lead, contact, and/or account level, you will see a Marketo page section (if your admin enabled it). This by default shows the interesting moments of that leads/contacts. On the top right of that section (not on the account level), you will see a dropdownmenu. This will give you 4 options, including Send Marketo Email. Click it and a new page will load where you can select the published templates.

Good luck!